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Plan Name | JOSEPH MOI TEJAN, M.D., P.A. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | JOSEPH MOI TEJAN, M.D., P.A. |
Employer identification number (EIN): | 752894442 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about JOSEPH MOI TEJAN, M.D., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2000-07-27 |
Company Identification Number: | 0082162103 |
Legal Registered Office Address: |
1517 WYNDMERE DR DESOTO United States of America (USA) 75115 |
More information about JOSEPH MOI TEJAN, M.D., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2018-01-01 | JOSEPH MOI TEJAN, M.D. | 2019-09-09 | ||
002 | 2017-01-01 | JOSEPH MOI TEJAN, M.D. | 2018-09-25 | ||
002 | 2016-01-01 | JOSEPH MOI TEJAN, M.D. | 2018-01-31 | ||
002 | 2015-01-01 | JOSEPH MOI TEJAN, M.D., P.A. | 2016-10-13 | ||
002 | 2015-01-01 | JOSEPH MOI TEJAN, M.D., P.A. | 2017-11-02 | ||
002 | 2014-01-01 | DR. JOSEPH TEJAN | 2015-10-15 |
Measure | Date | Value |
---|---|---|
2018: JOSEPH MOI TEJAN, M.D., P.A. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 785,017 |
Acturial value of plan assets | 2018-12-31 | 785,017 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 750,239 |
Number of active participants | 2018-12-31 | 7 |
Total funding liabilities for active participants | 2018-12-31 | 751,899 |
Total participant count | 2018-12-31 | 7 |
Total funding target for all participants | 2018-12-31 | 751,899 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 987 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 987 |
Present value of excess contributions | 2018-12-31 | 903 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 944 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 944 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 2,058 |
Total employer contributions | 2018-12-31 | 152,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 136,677 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 167,283 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 136,223 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 136,223 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 136,677 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: JOSEPH MOI TEJAN, M.D., P.A. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 543,813 |
Acturial value of plan assets | 2017-12-31 | 543,813 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 548,991 |
Number of active participants | 2017-12-31 | 5 |
Total funding liabilities for active participants | 2017-12-31 | 548,991 |
Total participant count | 2017-12-31 | 5 |
Total funding target for all participants | 2017-12-31 | 548,991 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 944 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 987 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 987 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 987 |
Total employer contributions | 2017-12-31 | 189,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 168,646 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 165,806 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 6,165 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 167,743 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 167,743 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 168,646 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: JOSEPH MOI TEJAN, M.D., P.A. CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 326,790 |
Acturial value of plan assets | 2016-12-31 | 326,790 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 358,006 |
Number of active participants | 2016-12-31 | 5 |
Total funding liabilities for active participants | 2016-12-31 | 358,006 |
Total participant count | 2016-12-31 | 5 |
Total funding target for all participants | 2016-12-31 | 358,006 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 7,868 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 7,868 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 205,445 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 9,922 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 172,659 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 9,922 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 9,922 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 166,288 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 31,216 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 171,715 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 171,715 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 172,659 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |